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SHAK vs PMTV

Comparison between Shake Shack Inc - Class A (SHAK, Company) and Pennymac Mortgage Investment Trust (PMTV, Company).

SHAK vs PMTV - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
Winner
SHAK
$2.21B
PMTV
$2.20B
Max Drawdown
SHAK
70.89%
Winner
PMTV
3.43%
Sharpe Ratio
SHAK
-1.38
Winner
PMTV
0.75
5Y Beta
SHAK
1.48
Winner
PMTV
0.08
Industry
SHAK
Restaurants
PMTV
N/A
P/E Ratio
SHAK
65.53
Winner
PMTV
15.41
Forward P/E
SHAK
50.76
PMTV
N/A
PEG Ratio
Winner
SHAK
0.25
PMTV
0.97
Dividend Yield
SHAK
N/A
PMTV
4.42%
5Y EPS CAGR
Winner
SHAK
0.06%
PMTV
-25.74%
Debt to Equity
Winner
SHAK
47.15%
PMTV
80.22%
Free Cash Flow Yield
SHAK
0.72%
PMTV
N/A
P/S Ratio
SHAK
1.60
PMTV
N/A
P/B Ratio
SHAK
4.20
PMTV
N/A

SHAK vs PMTV - Historical Returns

Returns include dividend reinvestment.

1M
SHAK
-8.01%
Winner
PMTV
-0.16%
3M
SHAK
-33.16%
Winner
PMTV
+2.84%
6M
SHAK
-32.10%
Winner
PMTV
+2.32%
1Y
SHAK
-58.91%
Winner
PMTV
+6.83%
5Y(CAGR)
SHAK
-11.58%
PMTV
N/A
10Y(CAGR)
SHAK
+5.33%
PMTV
N/A
Max(CAGR)
SHAK
+1.90%
Winner
PMTV
+4.16%

SHAK vs PMTV - Annual Returns (2015 - 2026)

Returns include dividend reinvestment.

YearSHAKPMTV
2026-31.87%+2.80%
2025-39.09%+3.11%
2024+77.06%N/A
2023+77.83%N/A
2022-44.31%N/A
2021-12.46%N/A
2020+38.69%N/A
2019+33.71%N/A
2018+3.98%N/A
2017+19.57%N/A
2016-7.16%N/A
2015-13.73%N/A

SHAK vs PMTV Drawdown Comparison

The maximum drawdown for SHAK was -70.89%, occurring on Jun 16, 2022. Recovery took 940 trading sessions.

The maximum drawdown for PMTV was -3.43%, occurring on Apr 7, 2025. Recovery took 145 trading sessions.

The current SHAK drawdown is -59.96%. The current PMTV drawdown is -0.57%.

RankSHAKPMTV
#1-70.89%
Feb 11, 2021 - Nov 6, 2024
-3.43%
Mar 24, 2025 - Oct 20, 2025
#2-68.92%
Sep 4, 2019 - Jan 13, 2021
-2.23%
Feb 20, 2026 - Apr 20, 2026
#3-67.05%
May 22, 2015 - Aug 15, 2019
-1.03%
Jun 3, 2026 - Jun 17, 2026
#4-63.15%
Jul 10, 2025 - Jun 5, 2026
-1.01%
Feb 27, 2025 - Mar 24, 2025
#5-45.34%
Dec 6, 2024 - Jun 30, 2025
-0.93%
Dec 26, 2025 - Jan 30, 2026
#6-16.67%
May 5, 2015 - May 20, 2015
-0.69%
Jun 17, 2026 - Jun 22, 2026
#7-14.92%
Jan 30, 2015 - Mar 4, 2015
-0.67%
May 13, 2026 - Jun 1, 2026
#8-13.38%
Jan 27, 2021 - Feb 9, 2021
-0.60%
Nov 4, 2025 - Dec 1, 2025
#9-12.52%
Nov 6, 2024 - Nov 29, 2024
-0.59%
Feb 19, 2025 - Feb 26, 2025
#10-5.83%
Jan 14, 2021 - Jan 27, 2021
-0.43%
Apr 27, 2026 - May 1, 2026
#11-5.74%
Mar 4, 2015 - Mar 11, 2015
-0.40%
Oct 20, 2025 - Oct 23, 2025
#12-5.73%
Apr 20, 2015 - Apr 24, 2015
-0.39%
Dec 5, 2025 - Dec 11, 2025
#13-5.46%
Mar 13, 2015 - Mar 23, 2015
-0.35%
Dec 22, 2025 - Dec 26, 2025
#14-4.34%
Mar 24, 2015 - Mar 30, 2015
-0.35%
Oct 23, 2025 - Oct 31, 2025
#15-4.10%
Apr 14, 2015 - Apr 16, 2015
-0.34%
Feb 4, 2026 - Feb 6, 2026

Correlation

Correlation between SHAK and PMTV is -0.75 which considered as a strong negative correlation - the stocks tend to move in opposite directions.

-0.75
-101

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